Market Forecast For the Week of August 8, 2022: Fear And Envy Overtake Common Sense To Push Equities Higher Despite Remonstrance From The Bond, Currency & Commodity Markets
Geopolitical Developments: The American Labor Market Is Running Hot But So Is Discontent
What Financial Markets Are Telling Us: Shallow Optimism Will Recede As The Normal Tide of Autumnal Pessimism Rushes In
The Latest On The Global Economy: Slowing To A Turtle’s Pace But The Risk Is the Shell Of Revenge Spending Is About To Crack
Geopolitical Developments: The Delicate Nature Of China Is A Key Reason The Bear Market Rally Will Unwind As Summer Closes
Market Forecast For the Week of August 1, 2022: The Bear Market Rally Fizzles Out And Weak Currencies Lead Equities Back to Old Lows
Please Note The Next Blog Posting Will Be On Monday, August 1, 2022
Geopolitical Developments: Hopes For China’s Economic Collapse Reflect The Political Anomie Underlying The Bear Market
What Financial Markets Are Telling Us: Bad Times Are Ahead And The Fed Doesn’t Care
The Latest On The Global Economy: Moderating Confidence Is a Prelude To Declining Trust In Global Economic Leadership
Geopolitical Developments: Americans Workers Are Driving Another Nail Through The Heart Of The American Left
Market Forecast For the Week of July 18, 2022: As Joe Biden’s America Increasingly Resembles Jimmy Carter’s The Markets Are Bracing For A Late Summer Catharsis
Please Note The Next Blog Posting Will Be On Monday, July 18, 2022
The Latest On The Global Economy: Apprehension Spreading From West To East
Geopolitical Developments: Confidence In Liberalism Is Key to Turning The Global Economy Around
Market Forecast For the Week of July 11, 2022: The Bear Market Rally Ends As Eurasian Politicians Mulct US Firms
Geopolitical Developments: As Boris Johnson Goes The Watch Now Turns To Mario Draghi, With Even Greater Consequences For the Global Economy
What Financial Markets Are Telling Us: Disinflation Is Coming But Not Fast Enough To Extinguish The Bear Market
The Latest On The Global Economy: Going Nowhere In Volatile Fashion
Please Note The Next Blog Posting Will Be On Wednesday, July 6, 2022